Seoul Shares Rise 4.1% as Tech Stocks Rebound Despite AI Investment Concerns
Seoul's KOSPI rose 4.1% as tech stocks rebounded despite concerns over heavy AI infrastructure investment, Yonhap reported.
Latest news, developments and reporting on AI Chips & Compute.
Seoul's KOSPI rose 4.1% as tech stocks rebounded despite concerns over heavy AI infrastructure investment, Yonhap reported.
Dutch startup Photon Bridge raised €10m to build laser devices linking AI chips in data centres.
Chery unveiled a 2035 strategy to become an AI-driven global technology company beyond carmaking.
Google unveiled TorchTPU, a PyTorch variant for its TPUs, escalating its challenge to Nvidia's software advantage.
Elice fell 32% in its Seoul debut, then rebounded 30%, as investors scrutinize AI spending and neocloud debt.
SpaceX and Tesla have set up special committees to discuss a potential merger, Elon Musk said, as SpaceX posted its first quarterly profit and AI became its largest revenue source. Anthropic, Tencent, Qualcomm and Chinese auto regulators also disclosed major developments.
DeepSeek open-sourced DeepInfer, its production inference framework for V4.1-Flash on Nvidia Blackwell and Huawei Ascend 950.
A leaked S-1 reported by WSJ shows Anthropic facing cloud capacity constraints and huge spending plans amid steep losses.
SpaceX’s Q3 revenue rose 161% to $14.6 billion, led by its Super Intelligence AI unit, which generated $7.6 billion and 52% of sales.
Astrolab’s FLIP lunar rover, slated for launch as early as November 2026, will carry HPE’s Spaceborne-4 computer to run custom large language models on the lunar surface, the first such use, MIT Technology Review reports.
Cramer trust sold Broadcom and Capital One shares, trimming AI exposure and a credit-sensitive bank stake.
Google launched TorchTPU, letting PyTorch apps run on TPUs with minimal changes and joining Amazon’s push against Nvidia.
Google open-sourced TorchTPU, a native PyTorch backend for Cloud TPUs co-developed with Meta, replacing PyTorch/XLA.
Anthropic is negotiating a second multibillion-dollar lease with U.K. neocloud Nscale for a 460-megawatt data center in West Virginia, a source told CNBC, as the AI company seeks more computing capacity.
DeepSeek open-sources DeepInfer, the Apache 2.0 engine behind DeepSeek-V4.1-Flash, for Nvidia and Huawei hardware.
Nvidia plans to back four German startups in robotics, healthcare, AI audio and satellites, part of its European push.
Elice fell 32% in its South Korean trading debut, pressuring CoreWeave and other AI data-center stocks and reviving concerns over overcapacity and credit risk.
IBM-backed llm-d released version 1.0, adding multi-tenant controls, zero-downtime upgrades and agent-focused routing for self-hosted AI inference.
A Maryland developer has asked San Francisco about permits for a possible AI datacenter and community exhibit at the boarded-up San Francisco Centre mall, the Chronicle reported. No permit has been filed, and a new 45-day moratorium may affect approval.
Leiphone says China orders for Nvidia's RTX PRO 5500 top 3 million before delivery, while RTX 5090 prices climb.
Microsoft reportedly drops anchor role in Nscale's UK AI supercomputer over grid delays to the 2030s.
Starling partners Nvidia for a transactional foundation model, joining Revolut and Lendable in Europe's fintech AI race.
Samsung is expanding its Pyeongtaek semiconductor complex, with three fabs running around the clock and a fourth coming online, as AI-driven memory demand rises.
TechRadar found Nvidia's RTX Spark SoC delivered strong multi-core performance and local AI power in a compact design.